+324.3%
DOCN vs CPB
-40.0%
+364.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.4% | +6.2% | +2.2% |
| 7D | +1.1% | -8.6% | +9.7% | -0.3% |
| 30D | -9.6% | -7.2% | -2.4% | -10.5% |
| 3M | -37.7% | +0.9% | -38.6% | -37.7% |
| 6M | +115.2% | -11.8% | +127.0% | +112.8% |
| YTD | +133.7% | -19.4% | +153.1% | +130.7% |
| 1Y | +250.2% | -30.4% | +280.5% | +244.3% |
| All | +324.3% | -40.0% | +364.3% | +314.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded CPB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling